Financial Planner

Findojobs South Africa; Louis Trichardt; On-site; ZAR 200,000 - 300,000; Full time

Job summary

A leading financial services company is looking for a Financial Planner based in Louis Trichardt. This role offers a transparent commission structure and extensive training to ensure advisors can effectively support clients’ financial goals. Ideal for those seeking an ethical advisory career with growth potential.

Qualifications

• Completed supervision period for required Class of Business categories.
• Long-Term Insurance qualifications.
• Experience conducting financial needs analyses.

Responsibilities

• Conduct in-depth financial needs analyses.
• Offer holistic financial planning tailored to individual clients.
• Build client base through prospecting & referrals.

Skills

Customer focus

Entrepreneurial thinking

Teamwork

Analytical problem solving

Persuasive communication

Education

RE5 certification

Recognised financial qualification

Job description

• Why Join? | The Value Proposition True Independence Work for a company that represents clientsnot corporate shareholders or product providers. Your advice will never be compromised by sales targets, ensuring integrity and long-term trust with clients. Transparent, Rewarding Commission Structure Once you have generated revenue equal to two times your cost to company , youll enjoy a 50 / 50 commission split on all earnings thereafter. This structure rewards commitment and performance, offering unlimited earning potential. Culture of Excellence Our Client thrives on a core set of values : innovation, progressiveness, mutual respect, solution-driven thinking, and win-win relationships. Youll be part of a team that values doing the right thingnot just the easy thing. Professional Growth & Support Our Client commits to growing its people through opportunities for internal promotion, skill development, and mentorship. You will receive full onboarding and a 69-month structured training period in Secunda to ensure youre set up for long-term success. Client-Centric Practice Development As a Financial Planner, you will help clients achieve their lifestyle and financial goals through holistic advice, relationship building, and ongoing plan reviewsall within a business that supports you with a structured process, regulatory compliance, and potential support staff. ?? Position Overview Title : Financial Planner Industry : Financial Services Location : National (Training in Secunda for 69 months) Salary : R10, R25, CTC per month, based on qualifications and experience Plus : Lucrative commission as per above Employment Type : Permanent ?? Key Responsibilities Conduct in-depth financial needs analyses Offer holistic financial planning tailored to individual clients Submit and issue new business Conduct regular reviews and plan updates Build client base through prospecting & referrals Ensure full regulatory and FAIS compliance ?? Ideal Candidate Profile Has completed the supervision period for required Class of Business categories Long-Term Insurance : Subcategory B1 - Risk policies excluding investment (e.g. life cover, disability) Long-Term Insurance : Subcategory B2 - Investment policies with no significant risk benefits - Retail Pension Benefits - Pension products offered to retail clients (e.g. preservation funds, retirement annuities) Holds a recognised qualification ( credits minimum) RE5 certified Beneficial Qualifications : Long-Term Insurance : Subcategory A - Assistance policies (e.g. funeral policies) Long-Term Insurance : Subcategory B1-A - Risk policies with simplified underwriting Pension Fund Benefits (excluding retail) - Institutional retirement fund advice or administration Short-Term Insurance : Personal Lines - Insurance products for individuals (e.g. car, home) Short-Term Insurance : Commercial Lines - Insurance for businesses (e.g. business property, fleet) Friendly Society Benefits - Products provided by friendly societies (mainly funeral cover and minor health benefits) Experience conducting FNAs and providing tailored financial solutions Strong interpersonal skills, ethical judgement, and business acumen ??Preferred Competencies Customer focus Entrepreneurial & commercial thinking Teamwork and relationship-building High resilience under pressure Analytical problem solving Persuasive communication ?? Are You a Fit? This role is perfect for individuals who value ethical advisory, want to build a long-term, profitable career in financial planning, and thrive in a high-performance, people-first environment. Whether you're a seasoned planner or an ambitious rising professional, Our Client offers a platform for you to grow your income, your skills, and your impact.

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Financial Planner • Louis Trichardt, Limpopo